Glacier Investment Management

RIAState Registered
Total AUM
$45.7M
Discretionary
$38.7M
85% of AUM
Avg account
$197K
Accounts
232
Employees
1
Advisory reps
1

Firm details

Headquarters
Kalispell, Montana
CRD number
289129
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals53.44%
  • HNWI24.83%
  • Pension & Profit Sharing Plans21.73%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Glacier Investment Management is an independently owned registered investment adviser organized as a limited liability company. The firm serves both individual and family clients as well as institutional relationships, and it bills clients via a mix of asset-based fees and fixed-fee arrangements. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Glacier reports it is not a multi-state adviser and does not characterize itself as an active ESG investor; it also does not operate as a capital allocator to external managers.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

1 of 1
  • David Wigginton

    David Wigginton

    PresidentCRD 5091745

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Kalispell, MT

Flathead

Location

Kalispell, MT

Headquartered in Kalispell, MT, in the West of the United States.

Region
West
County
Flathead
Address
509 1st Ave W
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth